Commit Graph

384 Commits

Author SHA1 Message Date
chihlasm
fe7520d75a debug: add console.log to SidebarStatsBar for timer investigation
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 16:35:57 -04:00
chihlasm
6885461557 chore: trigger PR environment redeploy
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 16:17:22 -04:00
chihlasm
3c05a614b3 fix: sidebar In Session timer ticks every second and shows seconds
Timer now uses 1s interval (not 60s) and displays seconds when under
a minute so it matches the session timer in the flow UI.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 15:55:37 -04:00
chihlasm
d0af8357a6 feat: live-ticking In Session timer using active session start times
SidebarStatsBar now computes active session elapsed time client-side
from started_at timestamps, ticking every 60s. Backend only returns
completed session minutes to avoid double-counting.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 15:50:59 -04:00
chihlasm
5faa654b7b feat: real-time sidebar stats via session-changed events
Sidebar now refreshes stats when sessions are created or completed,
not just on page navigation. Uses window event bus pattern (same as
folder-changed events in codebase).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 15:46:27 -04:00
chihlasm
8ce622ac5a feat: add FlowAssistPage placeholder and /flow-assist route
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 15:22:35 -04:00
chihlasm
ffac0f8503 refactor: remove pinned flows frontend (PinnedFlowsSection, store, API, pin buttons)
Removed: PinnedFlowsSection component, pinnedFlowsStore, pinnedFlows API client.
Cleaned: pin buttons from TreeGridView, TreeListView, TreeTableView.
Cleaned: favorites section from QuickStartPage, pin props from TreeLibraryPage.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 15:21:08 -04:00
chihlasm
9e4566cc1d feat: restructure sidebar with stats bar, activity feed, and grouped nav
Dashboard-first layout with Resolve/Build/Insights groups.
AI split: FlowPilot (Resolve) + Flow Assist (Build).
Stats bar: Resolved/Active/In Session daily counters.
Activity feed: active sessions with CW ticket #, recent completions.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 15:15:56 -04:00
chihlasm
c1f36ce375 feat: add sidebar API client, stats bar, activity feed components
New components: SidebarStatsBar, SidebarActivityFeed, ActivityItem.
New API client for sidebar stats endpoint. Pulse-dot CSS animation.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 15:13:56 -04:00
chihlasm
87f1d17699 feat: add sidebar stats endpoint with daily stats and activity feed
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 15:12:19 -04:00
chihlasm
c62ef13344 test: add failing tests for sidebar stats endpoint
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 15:11:17 -04:00
chihlasm
525f88161c feat: add sidebar stats Pydantic schemas
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 15:10:00 -04:00
chihlasm
575a4fe8cf docs: add sidebar redesign spec and implementation plan
Design spec covers: activity zone with daily stats + session feed,
nav grouping (Resolve/Build/Insights), AI split (FlowPilot + Flow Assist),
pinned flows removal. Implementation plan has 5 chunks, 12 tasks, 39 steps.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 15:06:14 -04:00
Michael Chihlas
cc2f59aa85 docs: add sidebar redesign context and decision summary
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 11:31:41 -04:00
Michael Chihlas
90b927fc22 docs: add sidebar grouping and AI naming concept mockups
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 11:30:50 -04:00
Michael Chihlas
6afdb6d81d fix(ui): default Sessions page to Active tab, reorder tabs
Active sessions are what engineers care about most. Tab order is now
Active, Prepared, Completed, All.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 10:55:20 -04:00
Michael Chihlas
967b094a9e feat(ui): add semantic icon colors and updated icons to sidebar nav
Swap generic icons for more descriptive alternatives (Network, Wrench,
FileOutput, Library, Code2, Lightbulb) and assign each nav item a unique
semantic color for instant visual landmarks.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 10:42:04 -04:00
Michael Chihlas
dacefed44b docs: add 5 sidebar icon color concepts for UX review
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 04:03:38 -04:00
chihlasm
46865882c6 feat: ConnectWise PSA integration (#106)
PSA abstraction layer with provider pattern, ConnectWise integration (connection management, ticket linking, note posting, status updates, member mapping), Integrations page UI, Fernet credential encryption, in-memory TTL cache, 6 DB migrations, ConnectWise API reference docs.
2026-03-15 01:45:35 -04:00
Michael Chihlas
80e094215f docs: add ConnectWise PSA integration design spec
Comprehensive design for ConnectWise PSA integration covering
credential management, service ticket integration, session-to-ticket
notes, and callback webhooks.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-14 20:31:03 -04:00
chihlasm
d4dbf44781 feat: Script Generator Phase 1+2 — backend, engine, API, frontend, template editor, parameter detector
Complete Script Generator feature including:

Backend:
- ScriptCategory, ScriptTemplate, ScriptGeneration models
- ScriptTemplateEngine with substitution, filters, sanitization
- CRUD + share API endpoints with permission checks
- Integration tests for permissions and sharing
- Migration 057 with AD User Management seed templates

Frontend — Script Library:
- Browse templates with category tabs and search
- Configure pane with parameter form and script generation
- Script preview with live substitution and copy/download
- scriptGeneratorStore Zustand store

Frontend — Template Editor:
- Full CRUD form with metadata, script body (Monaco Editor), parameters
- ParameterSchemaBuilder with visual builder + JSON toggle
- ScriptManagePage with routing and nav link

Frontend — Parameter Detector:
- Client-side PowerShell parameter detection engine
- Detects script-level param() blocks and variable assignments
- Type inference from PS type annotations and value patterns
- ParameterDetectorStepper one-by-one review UI with accept/skip

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-14 20:18:59 -04:00
chihlasm
83b13fcd26 polish: use 'step' instead of 'node' in procedural editor validation hints
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 23:32:52 -04:00
chihlasm
45fb468db3 feat: add validation summary and Fix with AI to procedural editor
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 23:32:52 -04:00
chihlasm
f9315d2f60 feat: add data-step-id anchor to StepList for validation scroll-to
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 23:32:52 -04:00
chihlasm
b89d0859d4 feat: add validation state and validate() to proceduralEditorStore
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 23:32:52 -04:00
chihlasm
b804c63754 fix: validation summary click-to-select now opens node editor panel
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 23:32:52 -04:00
chihlasm
d989fabd90 Merge feat/kb-accelerator into main 2026-03-12 17:29:07 -04:00
Michael Chihlas
cfe112ac43 docs: add landing page assets and polish landing CSS
Add landing page .docx export, HTML mockup, docx generator script,
and refine landing page CSS formatting/spacing.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 17:28:49 -04:00
chihlasm
042a12b190 feat: add landing page with beta signup + raise KB node limit to 100
Landing page at /landing with full marketing content: hero, features,
pricing, testimonials, and beta email signup form. Beta signups email
beta@resolutionflow.com via new public endpoint. Unauthenticated users
redirect to landing instead of login. Also raises KB Accelerator node
limit from 50 to 100 to accommodate dense troubleshooting articles.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 00:23:29 -04:00
chihlasm
92c86cab80 fix: handle object-shaped validation errors in KB commit error toast
The commit endpoint returns {message, validation_errors} when
validation fails, but the error handler was passing the whole object
to toast.error(), crashing React with "Objects are not valid as a
React child".

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 23:56:45 -04:00
chihlasm
458c2d9cab fix: prevent circular parent_node_id in KB troubleshooting import
AI-generated trees can have circular next_node_id references (e.g.,
node A → B → A). The parent mapping now checks for cycles before
assigning parent_node_id, preventing FK deadlocks during insert.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 23:46:49 -04:00
chihlasm
efafcff4b2 fix: topological insert for KB import nodes to satisfy parent FK
Nodes with parent_node_id references were inserted in a single batch,
causing FK violations when children were inserted before their parents.
Now inserts roots first, flushes, then children in subsequent passes.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 23:41:25 -04:00
chihlasm
03390ed59f feat: enable Markdown (.md) file upload in KB Accelerator
Moved md from Phase 2 extensions to allowed formats, added extraction
handler (reuses txt handler), and updated plan_limits defaults to
include md for all plans.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 23:29:51 -04:00
chihlasm
fe3c651115 fix: remove "Let AI Decide" option from KB Accelerator upload
The uploader should know their content type — auto-detection adds
complexity and currently just defaults to troubleshooting anyway.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 22:56:40 -04:00
Michael Chihlas
963c0da10a docs: update CLAUDE.md with Railway and node field learnings
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-11 21:19:51 -04:00
Michael Chihlas
9495b09e72 fix: copilot node context — use title/question/description over legacy content field
_build_flow_context() was reading node.get('content') which was only
present on old KB-imported steps. Now falls back through title →
question → description → content → label so all node types (decision,
action, solution, procedural step) show correctly in the copilot context.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-11 17:55:26 -04:00
Michael Chihlas
53b6878742 fix: KB procedural import — map step content to description field
Steps built by _build_procedural_tree() were stored under the "content"
key but StepDetail.tsx reads "description". Renamed the key so step
text and commands display correctly during session execution.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-11 12:50:13 -04:00
Michael Chihlas
00e1e701ca fix: procedural KB import — add title field, correct step types, validation gate
- _build_procedural_tree now maps AI node types (step, action, warning) to
  valid procedural types (procedure_step, section_header, procedure_end)
- Generates 'title' field from content text — fixes "Unnamed step" in editor
- Auto-appends procedure_end step if AI didn't generate one
- Adds procedural validation gate at commit endpoint (same as troubleshooting)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 09:12:43 -04:00
Michael Chihlas
c920e825c6 fix: auto-reload on chunk load errors in ErrorBoundary
RouteError already handled stale chunk errors, but the Sentry ErrorBoundary
didn't — so errors from React lazy() imports hit the generic error UI.
Now auto-reloads with loop prevention (10s cooldown via sessionStorage).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 03:17:24 -04:00
Michael Chihlas
a976f16575 fix: session closure popover z-index — bypass stagger-item stacking context
The StaggerList wrapper creates per-item stacking contexts via CSS animation,
causing the absolute-positioned close popover to render behind sibling cards.
Replace StaggerList with inline stagger-item rendering so we can apply z-50
directly to the stagger-item wrapper when its popover is open.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 03:09:17 -04:00
Michael Chihlas
8c73233dd0 fix: KB conversion — increase max_tokens, add JSON repair, improve error handling
- Increase max_tokens from 8192 to 16384 to prevent truncation on long articles
- Add _try_repair_json() that fixes trailing commas and attempts to close
  unclosed brackets/braces from truncated AI responses
- Log full raw response (first 2000 chars) on parse failure for debugging
- Set status to 'failed' with user-friendly error message instead of leaving
  imports stuck in 'processing' state

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 02:57:27 -04:00
Michael Chihlas
8b3033ca9d fix: tree navigation root ID + session closure popover z-index
- TreeNavigationPage: initialize currentNodeId from tree_structure.id
  instead of hardcoded 'root' — fixes "Invalid tree structure" for trees
  with non-'root' root IDs (KB Accelerator, AI Flow Builder)
- SessionHistoryPage: add relative z-10 to session card when close
  popover is open so it renders above sibling cards

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 02:54:00 -04:00
Michael Chihlas
2f23141daf fix: KB tree builder — post-build repair, validation gate, and root ID handling
- Add _repair_tree() post-build pass that fixes structural issues caused by
  placed-set race conditions: demotes decisions with <2 children to actions,
  hoists orphaned children as siblings, converts dead-end actions to solutions
- Add validation gate at commit endpoint — rejects trees that fail validation
  with a 422 and descriptive error messages instead of saving invalid trees
- Update test fixtures to create valid multi-node tree structures
- Frontend: initialize currentNodeId from tree's actual root ID instead of
  hardcoded 'root', fixing "Invalid tree structure" for KB-generated trees

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 02:53:55 -04:00
Michael Chihlas
c1fb2f180c fix: KB tree builder demotes decisions with < 2 branches to actions
Decision nodes with fewer than 2 buildable child targets now get
demoted to action nodes instead of creating invalid tree structures.
Also adds id fields to option objects (required by tree editor).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 02:31:17 -04:00
Michael Chihlas
416bb230e3 feat: close sessions from history page with inline popover
Add ability to close active sessions directly from the Session History
page via an inline popover with outcome selection and optional notes.
Adds two new outcomes: cancelled and resolved_externally.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 01:59:12 -04:00
Michael Chihlas
91d2bc6df3 fix: KB Accelerator tree builder, approve all, canvas delete button
- Fix _build_troubleshooting_tree() to handle deep nesting, warning nodes,
  and DAG deduplication (placed set prevents duplicate IDs)
- Fix step_sync VARCHAR(255) overflow on publish by truncating title
- Add "Approve All" button to KB review screen
- Add delete button (hover-reveal) to flow canvas nodes

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 01:59:03 -04:00
Michael Chihlas
71ff4a8c35 feat: KB Accelerator — convert KB articles into interactive flows
Full-stack implementation of the KB Accelerator feature that converts
static MSP knowledge base articles into interactive troubleshooting
and procedural flows using AI.

Backend:
- Migrations 054/055: kb_imports, kb_import_nodes tables + plan_limits KB columns
- SQLAlchemy models with relationships and self-referential node hierarchy
- Text extraction service (txt, paste, docx with structural metadata)
- AI conversion service with MSP-specialist prompts for both flow types
- 8 API endpoints: upload, get, list, convert, edit node, commit, delete, quota
- Tier-gated access via plan_limits (free: 3 lifetime, pro/team: unlimited)
- 8 integration tests covering upload, get/list, quota, commit, delete

Frontend:
- TypeScript types and API client for all KB Accelerator endpoints
- Multi-step wizard page: upload → processing → review → success
- Upload screen with paste/file tabs, drag-drop, target type selector
- Two-panel review screen with source highlighting and node cards
- Per-node actions: approve, edit, regenerate, insert, delete
- Confidence color indicators (green/amber/red)
- Sidebar navigation with Sparkles icon
- Code-split lazy-loaded route at /kb-accelerator

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 20:56:28 -04:00
chihlasm
c65aa4f0b7 chore: remove Sentry verification error from frontend 2026-03-10 10:09:35 -04:00
Michael Chihlas
9eed8ab848 chore: remove Sentry verification error from frontend
The test error was firing on every production page load — no longer needed
now that Sentry is confirmed working.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 09:57:41 -04:00
chihlasm
ccd06c9ed4 feat: flexible intake — deferred variables + prepared sessions (#103)
* feat: flexible intake — deferred variables + prepared sessions

Remove blocking intake form modal. Variables are now filled inline during
flow execution or pre-filled via prepared sessions. Adds PATCH /sessions/{id}/variables
endpoint, POST /sessions/prepare for session pre-staging, inline variable prompts
in StepDetail, editable Session Variables panel, and "Prepared for You" dashboard section.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: pass treeData directly to startSession to avoid stale state

setTree(treeData) hasn't committed when startSession runs immediately
after, so tree is still null and getStepsFromTree returns []. This
caused the step detail area to render empty on new session start.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: wire PrepareSessionModal entry point in Flow Library

Add "Prepare session" button (clipboard icon) to grid, list, and table
views for procedural/maintenance flows. Clicking fetches tree intake
fields and account members, then opens PrepareSessionModal.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 09:49:51 -04:00